Process Pro Forma Invoices (tppin4200m100)

Use this session to create pro forma invoice for:

This session enables you to review the invoice data before the data is released to Invoicing. You can modify the invoice data, if required.

Field Information

Documents
Advance Payments

If this check box is selected, the pro forma invoice is processed for the advance payments.

Unit Rates

If this check box is selected, the pro forma invoice is processed for the unit rates.

Extensions

If this check box is selected, the pro forma invoice is processed for the extensions.

Installments

If this check box is selected, the pro forma invoice is processed for the installments.

Progress Payments

If this check box is selected, the pro forma invoice is processed for the progress payment requests.

Holdback

If this check box is selected, the pro forma invoice is processed for the holdback.

Cost-Plus

If this check box is selected, the pro forma invoice is processed for the cost-plus.

Fees and Penalties

If this check box is selected, the pro forma invoice is processed for the contract fees and penalties.

Deliverables

If this check box is selected, the pro forma invoice is processed for the project deliverable and the contract deliverable.

Selection Range
Contract

The From and To fields define a range of: contracts.

Contract Line

The From and To fields define a range of: contract lines.

Registration Date

The From and To fields define a range of: registration dates.

Billing Cycle

The From and To fields define a range of: billing cycles.

Contract Type

The From and To fields define a range of: contract types.

Allowed values

Fixed Price

The contract that is carried out for a fixed amount.

Cost Reimbursement

The contract for which you invoice the sold-to business partner for the incurred costs periodically.

Time & Materials

The contract that is invoiced for the material and the labor at an agreed sales rate.

Project

The From and To fields define a range of: projects.

Sold-to Business Partner

The From and To fields define a range of: sold-to business partners.

Extension

The From and To fields define a range of: extensions.

Transaction Time

The From and To fields define a range of: transaction dates and time based on which the pro forma invoice is processed.

Pro Forma Invoicing Type
Type of Invoice

The type of invoice to be processed.

Allowed values

Standard Invoice
Pro Forma Invoice
Customs Invoice
Consignment Invoice
Not Applicable
Pro Forma Invoicing Type

The code of the Pro Forma Invoicing Type specified in the Pro Forma Invoicing Types (tcmcs0167m000) session.

Description

The description or name of the code.

Print Options
Device for Pro Forma Invoice

The device to print the pro forma invoice.

Description

The description or name of the code.

Error Report

If this check box is selected, a report is printed with errors occurred during processing pro forma invoices.

Print Euro

If this check box is selected, the amounts are printed in the Euro currency.

Note: This check box is not displayed if the Currency System is set to Standard in the Companies (tcemm1170m000) session.